Sr Health and Benefits Sales Agent

Overview

As a Health and Benefits Sales Agent focusing on the 20-99 employee segment, you will play a pivotal role in driving the growth of the Paychex Agency by selling our comprehensive Health and Employee Benefits Insurance products and services.

Responsibilities

• Engage clients in business consultations to assess their needs, match them with Paychex solutions, and build internal relationships and referral networks to grow the client base.
• Generates sales revenue within your assigned territory to meet or exceed sales quota.
• Contact existing client base through phone, email, and/or in-person meetings.
• Leverage Go-to-Market sales strategy to identify customers’ needs to increase revenue and market share.
• Project a positive image in representing the company to clients and the community.
• Applies knowledge of Paychex Agency Insurance and Service products to interest clients effectively.
• Performs insurance needs analysis for clients to provide solutions to insurance and benefit needs.
• Develops Insurance Carrier relationships to enhance sales and service.
• Professionally write and processes sales contracts per operational guidelines.
• Performs underwriting of business risks per insurance carrier guidelines.
• Additional duties as assigned by management.

Qualifications

• Associate's Degree in Business or related discipline
• Bachelor's Degree in Business or related discipline - Preferred
• 2 years of experience in Relevant sales /marketing experience or the equivalent education and experience.
• Relevant Insurance License

What's in it for you?

• We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes, tuition reimbursement, 401(k) + employer match, adoption assistance, financial assistance, and much more.
• We offer paid time off to company holidays, culture days, and comprehensive work-life balance programs.
• We offer award-winning training and development programs to empower our employees with ongoing learning opportunities.
• We value your perspective and promote many company-wide and local initiatives that benefit organizations you care about.